Philip Ranalli, financial advisor Haddonfield NJ
93 score

Philip Ranalli

CRD Number: 3045355
Current Firm: Lpl Financial LLC

Philip Ranalli (CRD# 3045355) is an Investment Advisor Representative working at Lpl Financial LLC in Haddonfield, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Management Associates, Inc. Haddonfield, NJ Jul 2016 - Current < 1
Securities America Inc. Haddonfield, NJ Jul 2016 - Current < 1
Securities America Advisors Haddonfield, NJ Jul 2016 - Current < 1
Lpl Financial LLC Haddonfield, NJ Jan 2003 - Jul 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Philip N. Ranalli
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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